Brinker Capital Investments’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.17M | Buy |
29,766
+4,857
| +19% | +$343K | 0.02% | 725 |
|
|
2025
Q4 | $1.5M | Sell |
24,909
-3,682
| -13% | -$209K | 0.01% | 1002 |
|
|
2025
Q3 | $1.59M | Buy |
28,591
+2,875
| +11% | +$153K | 0.01% | 963 |
|
|
2025
Q2 | $1.24M | Buy |
25,716
+1,145
| +5% | +$55K | 0.01% | 1068 |
|
|
2025
Q1 | $1.19M | Buy |
24,571
+2,224
| +10% | +$111K | 0.01% | 986 |
|
|
2024
Q4 | $1.09M | Buy |
22,347
+3,659
| +20% | +$199K | 0.01% | 1005 |
|
|
2024
Q3 | $1.16M | Sell |
18,688
-4,320
| -19% | -$239K | 0.01% | 965 |
|
|
2024
Q2 | $1.31M | Buy |
23,008
+1,620
| +8% | +$94.1K | 0.01% | 851 |
|
|
2024
Q1 | $1.23M | Sell |
21,388
-1,229
| -5% | -$73.6K | 0.01% | 888 |
|
|
2023
Q4 | $1.49M | Buy |
22,617
+1,646
| +8% | +$99.4K | 0.02% | 769 |
|
|
2023
Q3 | $1.19M | Sell |
20,971
-1,111
| -5% | -$64.9K | 0.01% | 847 |
|
|
2023
Q2 | $1.32M | Sell |
22,082
-359
| -2% | -$21.4K | 0.01% | 831 |
|
|
2023
Q1 | $1.42M | Buy |
22,441
+65
| +0.3% | +$4.19K | 0.02% | 733 |
|
|
2022
Q4 | $1.39M | Sell |
22,376
-1,715
| -7% | -$96.5K | 0.03% | 616 |
|
|
2022
Q3 | $1.21M | Sell |
24,091
-1,384
| -5% | -$73.3K | 0.02% | 634 |
|
|
2022
Q2 | $1.43M | Sell |
25,475
-4,527
| -15% | -$281K | 0.03% | 614 |
|
|
2022
Q1 | $2.07M | Buy |
30,002
+9,240
| +45% | +$561K | 0.03% | 517 |
|
|
2021
Q4 | $1.12M | Sell |
20,762
-46,423
| -69% | -$2.32M | 0.02% | 776 |
|
|
2021
Q3 | $4.37M | Hold |
67,185
| – | – | 0.07% | 297 |
|
|
2021
Q2 | $4.37M | Buy |
67,185
+14,293
| +27% | +$945K | 0.06% | 344 |
|
|
2021
Q1 | $3.27M | Buy |
+52,892
| New | +$3.4M | 0.05% | 362 |
|
|
2020
Q4 | – | Sell |
-43,780
| Closed | -$2.02M | – | 1032 |
|
|
2020
Q3 | $2.02M | Buy |
+43,780
| New | +$2.11M | 0.03% | 467 |
|
|
2014
Q2 | – | Sell |
-449
| Closed | -$26K | – | 380 |
|
|
2014
Q1 | $26K | Buy |
+449
| New | +$25.2K | ﹤0.01% | 310 |
|